How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to CONNING

13F Portfolio OverlapQ2 2026CONNING portfolio →

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Most similar hedge funds by 13F overlap

CONNING INC. is an institutional investor managing $3.3B across 327 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CONNING are Weaver C. Barksdale & Associates, Center for Wealth Advisory, UNITED BANK, with shared positions in $ITW, $AMGN, $PFG, $CMI, $PKG, $GD. The full ranking of 25 similar funds is below.

#1Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 11 shared positions

$ITW $AMGN $PFG $CMI $PKG $GD

$111M

62 positions

#2Center for Wealth Management AdvisoryActive

Notable overlap · 11 shared positions

$USB $PNC $GD $ABT $BNY $MS

$159M

62 positions

#3UNITED BANKActive

Notable overlap · 11 shared positions

$GLW $AMGN $CMI $GD $ABT $MCD

$853M

130 positions

#4EDGAR LOMAX CO/VAActive

Notable overlap · 10 shared positions

$USB $BMY $SBUX $UNP $GD $MS

$1.3B

58 positions

#5Integras Partners LLCPassive

Notable overlap · 9 shared positions

$USB $ITW $AMGN $CL $BMY $CMI

$181M

100 positions

#6Harvest Investment Advisors, LLCActive

Notable overlap · 9 shared positions

$PNC $AMGN $BMY $GD $MS $GILD

$202M

58 positions

#7HAMEL ASSOCIATES, INC.Passive

Notable overlap · 10 shared positions

$PNC $ITW $AMGN $UNP $BNY $MCD

$363M

92 positions

#8Somerset Trust CoPassive

Notable overlap · 9 shared positions

$ITW $AMGN $GD $AFL $ADP $MCD

$354M

186 positions

#9Exeter Financial, LLCPassive

Notable overlap · 9 shared positions

$TRV $USB $AMGN $GD $AFL $MCD

$261M

101 positions

#10Palisade Asset Management, LLCPassive

Notable overlap · 9 shared positions

$USB $AMGN $GD $ABT $ADP $MCD

$1.1B

204 positions

#11MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 9 shared positions

$USB $PNC $AMGN $SBUX $BNY $MS

$1.2B

106 positions

#12Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 8 shared positions

$GLW $USB $ITW $AMGN $GD $MCD

$214M

33 positions

#13Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 8 shared positions

$GLW $PNC $BMY $BNY $BBY $MCD

$327M

94 positions

#14BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$ITW $AMGN $GD $ABT $BLK $ADP

$346M

113 positions

#15Granite Group Advisors, LLCActive

Notable overlap · 8 shared positions

$USB $PNC $AMGN $SBUX $MS $LMT

$169M

84 positions

#16Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$PNC $CL $AMGN $UNP $ABT $BNY

$108M

52 positions

#17Great Diamond Partners, LLCPassive

Notable overlap · 9 shared positions

$GLW $BNY $AMGN $CMI $AFL $BLK

$582M

238 positions

#18Willis Investment CounselActive

Notable overlap · 8 shared positions

$DGX $ABT $AFL $ADP $LMT $VLO

$2.1B

125 positions

#19Alley Investment Management Company, LLCActive

Notable overlap · 8 shared positions

$SBUX $UNP $ABT $MS $LMT $BLK

$856M

89 positions

#20Biondo Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$ITW $AMGN $MCD $LMT $ADP $GD

$817M

89 positions

#21ORLEANS CAPITAL MANAGEMENT CORP/LAPassive

Notable overlap · 8 shared positions

$GLW $UNP $LMT $VLO $GILD $BLK

$194M

122 positions

#22First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$AMGN $USB $ABT $ADP $BLK $ITW

$1.4B

73 positions

#23Carolina Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$ITW $AMGN $CL $BMY $UNP $BBY

$255M

278 positions

#24Stonebridge Financial Group, LLCPassive

Notable overlap · 8 shared positions

$GLW $CMI $AFL $GD $AMGN $MCD

$1.3B

275 positions

#25Miramar Capital, LLCPassive

Notable overlap · 8 shared positions

$BMY $UNP $GD $ABT $MCD $LMT

$455M

57 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.